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Insurance brokers and their teams are no strangers to complexity. Manually reviewing carrier proposals, SBCs, and policies is time-consuming and filled with risk. With class-based plans and inconsistent formatting, even the most seasoned teams spend hours chasing down clean data before they can even begin to strategize.
PlansightAI changes that.
Built specifically for the employee benefits industry, PlansightAI is a secure, AI-powered system that reads, extracts, and structures plan data from carrier documents. It’s consistent, tireless, and accurate. Like your most reliable team member, it works 24/7.
If you’ve ever found yourself buried in emails, PDFs, and spreadsheets, PlansightAI isn’t just a faster way forward. It’s a smarter one. It turns hours of manual work into just minutes of review time and anchors into Plansight’s all‑in‑one RFP solution.
Most brokers and their teams have become quite adept at navigating the complexities of spreadsheets. But even the most dialed-in workflows still depend on:
For just one benefit type, that adds up to 1.5 to 2 hours of work. Multiply that across carriers, benefit lines, and clients, and the risk of human error becomes unavoidable.
Carrier documents aren’t built for efficiency. They’re dense, inconsistent, and difficult to reconcile at scale. And during Q4, even small mistakes can quickly escalate into significant problems.
PlansightAI solves these problems at the source. It reads and extracts plan information from standard document types like:
Once extracted, the data is normalized, categorized by product type, and presented in a format ready for side-by-side review. From there, it can be shared with clients, integrated with platforms like BenefitPoint, or used to instantly build new plan options in Plansight.
Everything stays in one place. No more quotes buried in inboxes or lost in version control.
PlansightAI currently supports:
More product types are in active development.
Disability plan recognition is now available. Like with life insurance, STD and LTD plans are often complex and class-based. PlansightAI now reads and structures this data automatically, enabling brokers to present options with confidence, eliminating the need for manual intervention.
PlansightAI gives you something Excel never could: consistency, clarity, and control.
This represents a step change in how brokers and their teams can manage growing workloads without adding headcount or compromising accuracy.
PlansightAI runs entirely within Plansight’s secure infrastructure. Enterprise-grade, private LLMs power it. For carriers, Plansight also offers a centralized, secure space to receive RFPs, respond to quotes, and collaborate in real-time, eliminating the need for back-and-forth email threads or lost attachments.
With the thought of Q4 always lurking, your team needs more than efficiency. You need confidence.
PlansightAI provides broker teams with a new approach to managing growing complexity without increasing headcount. Here’s why they are choosing PlansightAI:
Schedule a discovery call to see how PlansightAI can simplify your most tedious workflows and help your team move faster with less risk.
At the end of the day, Plansight is more than just software. It is a partner built with brokerages and their benefits teams in mind. Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast.
From SmartSheetingAI™ to RFP automation to side-by-side comparisons to the intelligence of PlansightAI, everything we create is designed to lighten the load, reduce risk, and elevate your client relationships. Your team is your greatest asset, and Plansight is here to make sure they have the tools, insights, and support to shine.
Plansight works alongside leading General Agencies to help brokers move faster, stay compliant, and deliver a better client experience. You can explore our trusted GA partners here.
For brokers, Plansight transforms a manual, time-consuming RFP process into one that is faster, more efficient, and more profitable, without sacrificing accuracy or control.
